Last night, global market sentiment improved comprehensively, primarily triggered by a significant easing of Middle East geopolitical conflicts, coupled with capital flowing massively back from safe-haven assets to risk assets, driving collective rebounds in stock markets and cryptocurrencies, while safe-haven assets like crude oil and gold declined in tandem.

US-Iran tensions cool, risk-off sentiment quickly dissipates
The US disclosed smooth communications with Iran over recent days, announcing a suspension of military strikes on Iranian energy facilities and establishing a five-day negotiation buffer period, directly eliminating market concerns about conflict escalation and rapidly clearing geopolitical risk premiums.

Global stock markets reverse across the board, risk appetite substantially repaired
European major indices reversed from early-session declines of over 2% to close gains near 3%; US three major index futures rose nearly 3%, with all closing in strong bullish engulfing patterns; FTSE China A50 futures rebounded nearly 2%, with global equity markets warming in sync.

Capital rotation switches, asset prices undergo severe repricing
As safe-haven demand recedes, capital withdraws from safe-haven assets like gold and US treasuries, flooding into stock markets and cryptocurrencies, with mainstream coins like Bitcoin surging significantly.
International crude oil crashed over 14%, energy inflation pressures substantially eased, market expectations for Fed rate cuts warming again, further boosting risk asset valuations. $BTC $ETH ‌#BTC突破71000美元